Nvidia's shares fell as uncertainty grew over its plan to invest $100 billion in OpenAI, CNBC reported on Feb. 2 (local time).
Nvidia announced an agreement to provide OpenAI with at least 10 gigawatts of computing power and invest $100 billion, but internal uncertainty has grown, the report said.
The Wall Street Journal reported that CEO Jensen Huang (젠슨 황) told industry contacts late last year that the $100 billion investment was not binding and was not final.
After the Wall Street Journal report, Huang dismissed claims that he was unhappy with OpenAI, calling them "nonsense". He again stressed that the investment would not exceed $100 billion.
He told Bloomberg, "Sam Altman is closing the investment round and we will definitely participate." He added, "We plan to invest a significant amount, and it will probably be the biggest investment we have made so far."
Sara Kunst (사라 쿤스트), managing director at Cleo Capital, told CNBC in an interview, "It is notable that CEO Huang did not explicitly mention $100 billion." She added, "It is unusual for these discussions to play out publicly."
Chi-gyu Hwang
delight@d-today.co.kr